Staff records can be manually added, edited, or removed using the Staff Members screen. Note that if you cannot see the Users menu, you will not have the rights to perform this task.
The screen shows a list of staff who already have records in the system. Filters at the top allow you to narrow the list by Name, Staff Type, Status, or Role.
Click the blue Add Staff button at the top right.
A new screen will open to enter the staff details.
Mandatory fields are highlighted in yellow and must be filled in. Optional fields are not required initially, but completing them early is recommended as they affect what the staff member can see when they log in.
Login Name – The staff member’s login credential.
Surname / First Name / Initials – Staff personal details.
Email Address – Used for system notifications and can be used to log in.
Password – Staff will be prompted to reset this on first login.
Reports To – Select the staff member’s line manager. This allows managers to view progress and support staff during appraisals.
User Rights – Determines what parts of the system the staff member can access. For example, Administrators see all options, whereas Teaching Assistants see only their own portfolio.
Departments – Assign staff to departments for filtered reporting.
Roles – Assign one or more roles (e.g., Teacher, Teaching Assistant, Head of Year) to ensure they see relevant information and allow reports and monitoring to be filtered by role.
Once all details are complete, click the red Save button.
Click the pencil icon next to a staff member’s record.
Make the necessary changes.
Click the red Save button to apply updates.